Workbook Custom Groupings

Last updated: July 2021

 


Table of Contents

Introduction – Grouping and Renaming of Items

How to Group Items by Hand

How to Auto Group Items

How to Rename Items

How to Edit and Delete Existing Groups

Use Cases for Custom Grouping and Renaming

Use Case 1: Inventor Grouping for Inventor Analysis

Use Case 2: Owner Renaming for Peer Benchmarking

 


 

Introduction – Grouping and Renaming of Items

In the PatentSight BI, numerous items (e.g., inventors) can be grouped either manually using → drag & drop or automatically using the → auto group function.

Moreover, you can → change the name of certain items (e.g., owners) that are displayed in charts and tables by clicking on the item and then on the pencil icon.

Items within the following attributes can be grouped and renamed:
  • Owner, Applicant, Inventor, Reassignee, Reassignor, Opponent
  • IPC, CPC, F-Term, Technology Clusters

Grouped and renamed items are both treated as custom groups and can be administered under "Options" → "Workbook custom groupings" accessible via the main tool bar.

Note:

Custom groups are saved on workbook level. This means that these groups are only applied within the workbook you have used to create them. If you want to apply your groups to a new workbook, we recommend duplicating the workbook that contains the existing custom groups by saving it under a different name.

 


 

How to Group Items by Hand

 

1. Open a chart or a table that contains items you would like to group, e.g., a table with inventor names.


2. Use drag and drop to place the item you want to group on top of another item. Let the item go when the background of the other item is highlighted in blue.

The two items are now grouped with a plus symbol (“+”) between their names.



3. To edit the name of your custom group, click on the group created and then on the pencil icon. Enter the desired name and confirm with the enter key.


4. Click on the refresh button of the search panel and rerun the search to update the table.

The two inventors are now grouped into one inventor. This grouping will be applied to all charts and tables you create within the same workbook.

Note:

Custom groups are applied to all charts and tables in the same workbook. In the → Result List, however, items such as owner, inventor, or applicant names, are always displayed separately and under their original name. The same applies for the information displayed in Owner Info Box and in the Patent Family Info Box.

Moreover, while it is possible to drag a renamed or grouped item into the → search panel or make a drilldown, it is also not possible to search for items under their custom group names in the search panel.

 


 

How to Auto Group Items

In the PatentSight BI, Applicant, Inventor, Reassignee, Reassignor, and Opponent names are not harmonized. This means that each spelling of the same name (e.g., due to misspellings or the reverse order of first and  and last names) is counted separately.

Before analyzing large numbers of any of these items, we recommend using the auto group function, which provides a basic level of harmonization with only one click.


1. Open a chart or a table that contains items you would like to group. This example shows a table with 455 inventors.


2. Click into the chart or table to select this widget. (A chart or table is selected, when it is surrounded by a grey frame.) 


3. Select “Options” → “Workbook custom groupings” from the main tool bar.


3. To auto group the items in the widget selected, click on “Auto Group … widget”.


5. Review the custom groups created and edit as needed.

In the search box, enter a group name to search for a group.

Click on “Group name” or “Attribute” for alphabetical sorting of these columns.

Click on “Member name” to search for a group member.

Click on the pencil icon of a group to edit the group name.

Click on the bin icon of a group to delete the entire group.

Click on the bin icon of a member to remove the member from its group.

Click on “Clear all” to delete all custom groups.


In this example, the auto group function has decreased the initial number of inventors from 455 before the auto grouping to 339 after the auto grouping.

Tip:

While the auto group function can quickly group large numbers of names with minor differences in spelling, the function may not recognize versions of the same name that display major differences (e.g., an additional middle name). 

We therefore recommend to first auto group items in a chart or table, then review the items, and finally → group items by hand where necessary. Sorting the items alphabetically can help to spot names that still need to be grouped.

 


How to Rename Items

In the PatentSight BI, items within the following attributes can be freely renamed:

  • Owner, Applicant, Inventor, Reassignee, Reassignor, Opponent
  • IPC, CPC, F-Term, Technology Clusters

Renamed items are treated as custom groups and can be administered under "Options" → "Workbook custom groupings" accessible via the main tool bar.


1. In a chart or a table, click on the name of the item you would like to rename.

 

2. In the pulldown menu, click on the pencil icon, enter a name of your choice and confirm with the enter key. In this example “RELX” has been renamed into “Owner 3”.


3. Click on the refresh button of the search panel to update the chart or table.

The owner “RELX” has now been renamed into “Owner 3”. This name will be applied to all charts and tables you create within the same workbook.

 

Note:

Customized names are applied to all charts and tables in the same workbook. In the → Result List, however, items such as owner, inventor or applicant names, are always displayed under their original names. The same applies for the information displayed in Owner Info Box and in the Patent Family Info Box.

Moreover, although it is possible to drag a renamed item into the → search panel or to make a drilldown, it is not possible to search for renamed items under their custom names in the search panel.

 


 

How to Edit and Delete Existing Groups

You can find an overview of the custom groups you have created and the items you have renamed under “Options” → “Workbook custom groupings” in the main tool bar.

In the “Workbook custom groupings” dialog, you can:

    • search for groups and group members,
    • ungroup existing groups,
    • delete members from existing groups, and
    • set renamed items back to their default names.

 

1. Select “Options” → “Workbook custom groupings” in the main tool bar.


2. Search for the group or group member you would like to edit or delete.

In the search box, enter a group name to search for a group.

Click on “Group name” or “Attribute” for alphabetical sorting of these columns.

Click on “Member name” to search for a group member.

Scroll through the list of groups.


3. Edit the name of a group, remove a group member, or delete a whole group.

Click on the pencil icon of a group to edit the group name. Confirm with the enter key.

Click on the bin icon of a group to delete the entire group.

Click on the bin icon of a member to remove this member from the group.

Click on “Clear all” to delete all custom groups and to set all renamed items back to their default names.

 


 

Use Cases for Custom Grouping and Renaming

Workbook custom groupings and the possibility to rename items are features that can be helpful in various use cases.

Use Case 1: Inventor Grouping Inventor Analysis

In the PatentSight BI, inventor names are not harmonized. If you would like to analyze inventors, e.g., to identify top inventors in your organization as of PatentSight indicators, we recommend using the auto group feature to obtain a basic level of harmonization.

  1. Create a table with the inventors you would like to analyze.
  2. Select the table and auto group the names of the inventors.
    How to Auto Group Items
  3. Review the results of the auto grouping under “Workbook custom groupings”. If necessary, edit the groups created.
  4. Review the results of the auto grouping in the table. If the auto group feature has missed out inventor names that should be grouped, use drag and drop to group these items by hand.
    How to Group Items by Hand

Grouping inventor names beforehand will help you obtain meaningful results from your inventor analysis.

Use Case 2: Owner Renaming for Peer Benchmarking

The PatentSight BI offers various sorting options for attributes, including sorting by a specific indicator or alphabetical sorting by name. However, some analyses – in particular, benchmark analyses of a predefined set of owners – may require that owners are displayed in a customized order. If you benchmark your organization against your competitors, another requirement for your benchmark analysis may be that the name of your own organization appears first in every chart.

Adding numbers as prefixes to the owner names (e.g., “01”, “02” …) and sorting the attributes in the charts alphabetically can help you to achieve and persist a desired order.